Advisor at William Joseph Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
William Joseph Capital Management, Inc.
Location
Bristol, CT 06010
Credentials
Series 65
Industry experience
1 year
John Poitras is a financial advisor with William Joseph Capital Management, Inc. He holds a Series 65 credential and has one year of industry experience. Prior to his current role, he has worked in education and community service positions and is involved in insurance sales with Integrity Marketing/Stateline Senior Services. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers wealth management through financial planning and portfolio management, utilizing customized portfolio construction combined with third-party sub-advisors via the AssetMark platform.
Based on William Joseph Capital Management, Inc.
Fixed fees for comprehensive financial plans or specific analyses, disclosed in Financial Planning Agreement
$0+: 0.60% N/A+: 1.35%
Negotiable hourly rates disclosed in Financial Planning Agreement
210 Red Stone Hill Road, Suite 5
Bristol, CT 06010
Connecticut
Integrity Marketing/Stateline Senior Services
2024 - Present (2 years)
Wilbraham and Manson Academy
2022 - Present (4 years)
East Lyme Public Schools
2021 - 2022 (1 year)
Americorps
2020 - 2021 (1 year)
Springfield College
2016 - 2019 (3 years)
Sonnys Place
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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